Capital Fund Management (CFM)
WELL icon

Capital Fund Management (CFM)’s Welltower WELL Stock Holding History

Capital Fund Management (CFM)’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,686
Closed -$5.21M – 2715
2025
Q2 		$4.87M Buy
+31,686
New +$4.74M 0.01% 1157
2025
Q1 		– Sell
-246,320
Closed -$35.1M – 2382
2024
Q4 		$31M Buy
246,320
+199,317
+424% +$26.2M 0.08% 338
2024
Q3 		$6.02M Sell
47,003
-68,678
-59% -$8.01M 0.02% 936
2024
Q2 		$12.1M Buy
+115,681
New +$11.3M 0.04% 594
2024
Q1 		– Sell
-165,764
Closed -$15M – 2305
2023
Q4 		$14.9M Buy
+165,764
New +$14.4M 0.04% 583
2020
Q1 		– Sell
-26,587
Closed -$2.17M – 2074
2019
Q4 		$2.17M Buy
26,587
+23,896
+888% +$2.05M 0.02% 812
2019
Q3 		$244K Buy
+2,691
New +$234K ﹤0.01% 1512
2018
Q3 		– Sell
-71,003
Closed -$4.59M – 2307
2018
Q2 		$4.45M Buy
+71,003
New +$3.96M 0.02% 774
2017
Q4 		– Sell
-3,471
Closed -$244K – 1998
2017
Q3 		$244K Sell
3,471
-16,266
-82% -$1.18M ﹤0.01% 1387
2017
Q2 		$1.48M Sell
19,737
-123,563
-86% -$9.03M 0.01% 799
2017
Q1 		$10.1M Buy
143,300
+137,398
+2,328% +$9.27M 0.08% 285
2016
Q4 		$395K Sell
5,902
-43,787
-88% -$2.9M ﹤0.01% 1346
2016
Q3 		$3.71M Buy
+49,689
New +$3.8M 0.03% 555
2015
Q4 		– Sell
-11,181
Closed -$730K – 1748
2015
Q3 		$757K Buy
+11,181
New +$747K 0.01% 900

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Fund Management (CFM)'s WELL Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Welltower (WELL) in Q3 2025, closing a stake of 31,686 shares — an estimated $5.21M sold.

Capital Fund Management (CFM) first reported a position in WELL in Q3 2015 and held it in 14 quarters. The position peaked at $31M in Q4 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 31,686 Welltower shares in Q3 2025, an estimated $5.21M.
  • Capital Fund Management (CFM) first reported a position in Welltower in Q3 2015 and held it in 14 quarters.
  • Capital Fund Management (CFM)'s Welltower position peaked at $31M in Q4 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.